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Technology Stocks : Dell Technologies Inc.

DELL 135.90

+2.9%

2:20 PM EST

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To: Chuzzlewit who wrote (38812)	4/23/1998 2:50:00 PM
From: Lee	Read Replies (1) of 176387

Hi Paul, ..Re:<<Waite's comments were FANTASTIC FOR DELL!!!!>> Agree. I did hear some of the conversation but I already knew that Dell had recently said they didn't see any problems this quarter. Plus with the planned expansions, I expected that if there were a serious problem in the overall PC industry, that, like Intel, they would have halted construction. Since they are expanding construction, I viewed that as evidence that business is growing according to plan or better. Plus, Intel yesterday made remarks that evidence a strongly growing market in China and India. See attached links for refresh. biz.yahoo.com TAIPEI, April 22 (Reuters) - U.S. computer-chip giant Intel Corp said on Wednesday that it saw business ''strengthening'' in Asia and that robust growth in China's personal computer market and Taiwan's advanced technology would boost Intel's growth. I agree with Kemble, use any weakness to add to positions.<gg> GTWs results are an excellent precursor to coming great news. Lee

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